Lifeworks Advisors’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $543K | Sell |
9,254
-224
| -2% | -$13.1K | 0.08% | 184 |
|
|
2025
Q1 | $569K | Buy |
9,478
+695
| +8% | +$41.7K | 0.09% | 171 |
|
|
2024
Q4 | $459K | Buy |
8,783
+1,281
| +17% | +$67K | 0.08% | 178 |
|
|
2024
Q3 | $383K | Buy |
7,502
+927
| +14% | +$47.3K | 0.08% | 199 |
|
|
2024
Q2 | $300K | Buy |
6,575
+349
| +6% | +$15.9K | 0.08% | 178 |
|
|
2024
Q1 | $272K | Sell |
6,226
-358
| -5% | -$15.6K | 0.08% | 192 |
|
|
2023
Q4 | $266K | Sell |
6,584
-3,346
| -34% | -$135K | 0.09% | 170 |
|
|
2023
Q3 | $418K | Buy |
9,930
+3,766
| +61% | +$158K | 0.16% | 129 |
|
|
2023
Q2 | $279K | Buy |
6,164
+1,636
| +36% | +$74.1K | 0.12% | 132 |
|
|
2023
Q1 | $202K | Buy |
+4,528
| New | +$202K | 0.1% | 142 |
|